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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Mama Bear who wrote (7578)	4/8/1999 3:07:00 PM
From: Know Genius	Respond to of 18998

Mama, I have done a lot of checking and where I never let the facts get in the way of a good trade I never ignore the fundamentals either. The fact is that Comdisco has changed its focus and they are heavily focused on the telecom/networking/internet space. They are providing equipment leasing and financing for a bunch of "seedlings" and as a result they have penny warrants in a bunch of internet hot shots. I think this portfolio is worth around 2.5-4 billion and obviously that value isn't reflected in their marketcap. Also I know there is a lot of smart money buying this right now. Be There or be square. Obviously the opinions I express are my own and you are encouraged to do your own homework and act purely upon what you learn. Because I am Know Genius!